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Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $162B
1-Year Est. Return 16.35%
This Fund
S&P 500
This Quarter Est. Return
-0.55%
1 Year Est. Return
+16.35%
3 Year Est. Return
+42.23%
5 Year Est. Return
+39.96%
10 Year Est. Return
+139.68%
AUM
$162B
AUM Growth
+$4.31B
Cap. Flow
+$6.02B
Cap. Flow %
3.71%
Top 10 Hldgs %
46.85%
Holding
4,560
New
552
Increased
1,925
Reduced
1,172
Closed
443

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$519M
2
BND icon
Vanguard Total Bond Market
BND
+$290M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$280M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$167M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$157M

Top Sells

Rank Stock Value
1
OEF icon
iShares S&P 100 ETF
OEF
+$56.4M
2
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$49.5M
3
DKNG icon
DraftKings
DKNG
+$44.6M
4
D icon
Dominion Energy
D
+$43.3M
5
DOV icon
Dover
DOV
+$42.9M

Sector Composition

Rank Sector Weight
1 Technology 3.19%
2 Financials 1.18%
3 Communication Services 1.09%
4 Consumer Discretionary 0.88%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLSK icon
3501
CleanSpark
CLSK
$3.22B
$2.55K ﹤0.01%
300
-210
-41% -$2.25K
INSW icon
3502
International Seaways
INSW
$4.69B
$2.55K ﹤0.01%
35
-27
-44% -$1.73K
BIRK icon
3503
Birkenstock
BIRK
$7.68B
$2.54K ﹤0.01%
71
-23
-24% -$897
GLNG icon
3504
Golar LNG
GLNG
$4.85B
$2.54K ﹤0.01%
47
-10
-18% -$441
BYND icon
3505
Beyond Meat
BYND
$275M
$2.54K ﹤0.01%
3,615
-95
-3% -$76
RYN icon
3506
Rayonier
RYN
$6.63B
$2.54K ﹤0.01%
123
-1,458
-92% -$32.1K
ZIM icon
3507
ZIM Integrated Shipping Services
ZIM
$2.99B
$2.52K ﹤0.01%
95
+17
+22% +$423
EGO icon
3508
Eldorado Gold
EGO
$8.29B
$2.51K ﹤0.01%
73
-25
-26% -$1.02K
GCT icon
3509
GigaCloud Technology
GCT
$1.56B
$2.5K ﹤0.01%
55
+9
+20% +$366
QUIZ
3510
Zacks Quality International ETF
QUIZ
$85.1M
$2.48K ﹤0.01%
+92
New +$2.57K
OEC icon
3511
Orion
OEC
$398M
$2.47K ﹤0.01%
+380
New +$2.25K
STNG icon
3512
Scorpio Tankers
STNG
$3.94B
$2.46K ﹤0.01%
33
+6
+22% +$402
DGII icon
3513
Digi International
DGII
$2.45B
$2.46K ﹤0.01%
+51
New +$2.39K
MHO icon
3514
M/I Homes
MHO
$3.99B
$2.45K ﹤0.01%
20
-4
-17% -$539
BRBR icon
3515
BellRing Brands
BRBR
$1.55B
$2.45K ﹤0.01%
152
-74
-33% -$1.5K
GFS icon
3516
GlobalFoundries
GFS
$26.7B
$2.45K ﹤0.01%
55
-88
-62% -$3.88K
ALLO icon
3517
Allogene Therapeutics
ALLO
$618M
$2.44K ﹤0.01%
1,000
– –
TCMD icon
3518
Tactile Systems Technology
TCMD
$617M
$2.43K ﹤0.01%
93
-435
-82% -$12.4K
CAFG icon
3519
Pacer US Small Cap Cash Cows Growth Leaders ETF
CAFG
$29.8M
$2.42K ﹤0.01%
+89
New +$2.43K
CCSI icon
3520
Consensus Cloud Solutions
CCSI
$679M
$2.42K ﹤0.01%
102
– –
SQQQ icon
3521
ProShares UltraPro Short QQQ
SQQQ
$2.22B
$2.42K ﹤0.01%
30
+28
+1,400% +$1.99K
BATRA icon
3522
Atlanta Braves Holdings Series A
BATRA
$3.5B
$2.4K ﹤0.01%
51
– –
CON
3523
Concentra Group Holdings
CON
$4.07B
$2.4K ﹤0.01%
112
+61
+120% +$1.36K
PEB.PRE icon
3524
Pebblebrook Hotel Trust 6.375% Series E Preferred Shares
PEB.PRE
$88.1M
$2.4K ﹤0.01%
125
– –
IRDM icon
3525
Iridium Communications
IRDM
$4.76B
$2.39K ﹤0.01%
86
– –
139 140
141
142 143

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Northwestern Mutual Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Northwestern Mutual Wealth Management held 4,560 positions worth $162B, up 2.7% from $158B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Northwestern Mutual Wealth Management deployed $6.02B of net new capital in Q1 2026, opening 552 new positions and adding to 1,925 existing holdings. Its largest new stake was Victory Portfolios II VictoryShares Core Plus Bond ETF: 1,760,311 shares worth $38.3M.

By sector, the portfolio is most concentrated in Technology at 3.2% of assets, down from 3.4% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was iShares S&P 100 ETF, an estimated $56.4M trimmed.

  • Northwestern Mutual Wealth Management's largest Q1 2026 buy was Victory Portfolios II VictoryShares Core Plus Bond ETF: 1,760,311 shares worth $38.3M.
  • Northwestern Mutual Wealth Management added most to iShares Core S&P 500 ETF in Q1 2026, an estimated $519M increase.
  • Northwestern Mutual Wealth Management's biggest Q1 2026 reduction was iShares S&P 100 ETF, cutting an estimated $56.4M.
  • Northwestern Mutual Wealth Management fully exited CyberArk in Q1 2026, selling an estimated $10.5M.
  • Northwestern Mutual Wealth Management's ten largest holdings make up 47% of its $162B portfolio in Q1 2026.
  • Northwestern Mutual Wealth Management opened 552 new positions and closed 443 in Q1 2026.
  • Northwestern Mutual Wealth Management's portfolio value rose 2.7% quarter-over-quarter to $162B.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.